Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | $1.14B |
| 2 | B. Riley Wealth Advisors, Inc. | $23.4M |
| 3 | Spire Wealth Management | $8.8M |
| 4 | Farther Finance Advisors, LLC | $5.3M |
| 5 | Capital Asset Managemnet, LLC | $649.8K |
| 6 | QRG CAPITAL MANAGEMENT, INC. | $595.3K |
| 7 | Merit Financial Group, LLC | $584.8K |
| 8 | COURIER CAPITAL LLC | $492.8K |
| 9 | FLAGSTAR SECURITIES, INC | $464.7K |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | $326.8K |
| 11 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $303.4K |
| 12 | Brookstone Capital Management | $286.0K |
| 13 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $242.6K |
| 14 | Spinnaker Investment Group, LLC | $224.8K |
| 15 | HARBOR INVESTMENT ADVISORY, LLC | $176.0K |
| 16 | Golden State Wealth Management, LLC | $59.4K |
| 17 | Signature Resources Capital Management, LLC | $43.8K |
| 18 | Crews Bank & Trust | $29.9K |
| 19 | IFP Advisors, Inc | $27.2K |
| 20 | Investors Research Corp | $20.0K |
| 21 | PARK AVENUE SECURITIES LLC | $15.1K |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$144.5M | |
| 2 | +$6.7M | |
| 3 | +$2.1M | |
| 4 | +$410.0K | |
| 5 | +$286.0K | |
| 6 | +$224.8K | |
| 7 | +$176.0K | |
| 8 | +$65.3K | |
| 9 | +$61.6K | |
| 10 | +$59.4K | |
| 11 | +$54.3K | |
| 12 | +$52.7K | |
| 13 | +$46.2K | |
| 14 | +$32.1K | |
| 15 | +$29.9K | |
| 16 | +$15.1K | |
| 17 | +$13.5K | |
| 18 | +$5.8K | |
| 19 | +$479 | |
| 20 | -$10.8K | |
| 21 | -$14.7K |